Referral Champions™ Coaching Program
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Watch this short message from Bill Cates! |
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Make Getting Referrals a Habit!
Learn a Systematic Referral Process and Gain the Confidence to Use It.
Knowledge is useless unless it’s turned into action. The Referral Champions™ Coaching Program will help you focus on the actions that produce results. You’ll learn a proven, systematic approach to referrals and gain the confidence to use it!
Receive ongoing coaching and support that will create lasting habits. The Referral Champions™ Coaching Program is available in one-on-one and small team formats, as well as two different time-frame commitments.
What you will gain with your coaching program:
- Focus - Ongoing attention from an RCI Certified Referral Coach™. You’ll be amazed how sustained focus in this area will make a huge difference for you.
- Process - A systematic approach to generating referrals that is customized to your specific practice. Your coach will learn about you and your clients to help you adopt a system that’s a perfect fit.
- Accountability & Encouragement - To guide you to take action that will produce results. This program is all about you taking new and more effective actions.
- Success Kit - All the tools you need to learn the Referral Advantage Program®. By going through these tools before your first coaching call, you’ll be ready to hit the ground running and produce results very quickly.
- Access - In addition to your scheduled coaching calls, you have unlimited access to your coach via email and specially arranged phone calls. Some coaching clients like to talk to their coach for a few minutes before an appointment - to prepare - and then for a few minutes after the appointment to debrief.
Training | Focus | Support | Goals | Accountability
Action | Results
Stop waiting to get referrals!
Use a proven process and language you can trust.
You Don’t Have To Do It Alone!
With the expert guidance of your Certified Referral Coach™, you will learn Bill Cates’ Referral Advantage Program® - recognized as the most effective referral program in the industry. As you implement the system, your coach is there to guide you every step along the way. You’ll test ideas, overcome obstacles, brainstorm solutions, celebrate your progress, and then go back to work with even more confidence.
You will learn how to:
- Develop a powerful Referral Mindset.
- Become more referable in the eyes of your clients and centers of influence.
- Get referrals without asking for them.
- Approach clients for referrals without pushing or begging.
- Turn referrals into introductions.
- And a whole lot more!
You also get the Referral Champions™ Coaching Program Success Kit:
(Included with all program options; short, long, and group)
- Audio Album – Prospecting for Introductions – 3 hours of audio training.
- Audio Album – The Secrets to Creating Unlimited Referrals™ – 4 hours of recorded live presentations and interviews.
- The Referral Scripts Book for Financial Professionals – Never be at a loss for what to say when generating referrals.
- The Introductions Journal – To collect and keep track of all your referrals.
Stop Dabbling in Referrals
Get a System That Produces Results
What's The Investment?
How much would you invest to have more referrals and more clients in your business? Forget the cost of this coaching... what’s the cost to you of not getting better with referrals? Compared to the financial benefits you can achieve, the investment is inconsequential.
Individual Coaching – Add $2,700
10-12 one–on–one coaching calls with your coach. The frequency and length of your coaching calls is dependent upon the program you co–create with your coach totaling 4 hours. This is a very focused and efficient coaching program.
In addition to the structured program – tailored to your practice and your goals – your coach is available to you as needed, e.g., preparing to meet with a client, debriefing after a client meeting, brainstorming referral situations, whatever it takes to help you become successful with referrals. It’s like walking the golf course with your pro next to you every step along the way.
All your calls will be 1:1 with your coach. In this way, the program will be completely focused on your practice, your personality, and your goals. One or more of your staff members can attend the calls, if you like, to take notes and learn how they can support you in your referral efforts.
What occurs during the coaching calls?
- Ensuring full understanding of the system.
- Customizing the system to your practice.
- Brainstorming upcoming scenarios.
- Skills practice.
- Recording the calls for future references.
- "Coach on Call" Role play and/or strategize just before a meeting and debrief right after it. Perfect learning methodology.
- Referral tools to enhance learning.
This isn’t about your coach pounding you for an hour about what you didn’t do. It’s also not a lecture. It’s a dynamic discussion with your coach. Your coach is there to help you succeed, not make you feel like you’ve failed.
Once the coaching program is complete, you will be automatically enrolled in The Referral Fast Start Reinforcement Program®. This consists of 8 email based reinforcement lessons over 16 weeks from Bill Cates - to keep your focus on the behavior that will continue to produce results for you.
Small Team Coaching
Small Team or Group Coaching* – BASE PRICE for 1st Person is $2,700 plus $495 for each additional person (up to 6 total)
*To qualify for our Small Team Coaching Program is for a team of advisors that is either a production team or has some type of close affinity, such as all working in the same office, part of the same study group, and/or have known each other prior to the coaching experience.
Continued Coaching Options are available. This will be discussed between you and your coach during the final coaching session.
Multiple Payment Options Available – Ask Kevin 301.497.2200
Do The Math
How many new referral clients will it take to recoup your investment in his coaching program? 1? 2? 3 at the most? Like compound interest, this investment in yourself pays for itself many times over throughout your career.
Your Next Step?
Contact Kevin Schriver . He’ll put you in touch with a Certified
Referral Coach™ to see if this program is right for you.
Phone: 800.488.5464 ... 301.497.2200..... Email: Kevin@referralcoach.com
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Money Back Guarantee
We are certain you will find great value in the focus, coaching, teaching, support, accountability, and results of The Referral Champions™ Coaching Program. However, if after completing the full program you are not be able to recoup your investment many times over, we will refund your full investment. You may keep the 4-CD album “Prospecting for Quality Introductions.”
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"Before the (Coaching) Program I thought I had a good handle on referrals. I found I was asking for referrals but not on a consistent basis. Within 3 months after the program I acquired 11 clients, 8 of them being high–value clients and received almost 40 referrals. So by and large this was one of the best successes I have had with referrals." 
"Your coach, Ray Vendetti, and I have been working together for a couple of months. It’s rare to meet someone that cares so much about my success. We’re not even done with the program yet and he has already exceeded my expectations. Your referral program is great and Ray’s coaching has made all the difference!" 
"Because of your referral system, I qualified for our Leaders Club my very first year (which was only 6 months long) and every year since. I can honestly say I probably would not have made it had I not been introduced to your system." 
“Since starting The Referral Advantage Program, I've been getting a steady stream of referrals. I recently got a referral to a new client with $6M in assets. He, in turn, referred me to a client with $5M in assets. Using this system, my revenues have grown 5-6 times."
“One simple technique I learned from your program helped us land a referral to a $3M client – without even asking for it. The value discussion strategy works as well as you said it would. Thanks a million. Thanks 3 million!”
“Your referral program has had a huge impact. Your system has been a permission slip for us to talk to our clients about the experience they have had with us and then have them share that experience with others. In the last 6 months since your training, we have acquired 5 new high-level households with assets totaling $10M. ”
“I am having immediate success with your VIPS Referral Method. I used it with a client couple and it opened the flood gates. They gave me 8 introductions. They offered to write both a letter of introduction and call the "referrals" too! Thank you. Thank you. Thank you.”
“ I am seeing great success using your strategies – both my own personal production and that of our advisors. I asked my best client ($14M) for a referral to his son – who is now opening a $3M account with me. My advisors are seeing success as well. James Murphy just opened a $500k account using your referral system. You have been a huge help to our branch!”
"On a Friday, I used one of your "planting seeds" techniques with a client. She immediately thought of her sister. I met her sister at 10:30am the following Monday. She arrived with her check book and invested $1M with me! Thank you for a referral system that produces incredible results."
“Your system is working brilliantly for us. We used one of your strategies to revive 3 referrals we thought were dead. And have already set an appointment with one of them. Your strategies have proven immensely helpful.”
“I have gotten more referrals since learning your system than in my 3 previous years as an advisor combined. Last week I used the VIPS Method with a new client. He referred me to 4 high-quality people on the spot. He actually emailed 3 of them to introduce me and personally introduced me to the 4th. Needless to say your method works and continues to work for me.”
“I just used your ‘Agenda’ and ‘Value Discussion’ strategies this morning with a new COI and the meeting was awesome. Your process made me more confident – which affected this COI’s response.
“The coaching program is great! I am absolutely thrilled with the work we did together. I have referred your program to everyone in the office!”
“I was looking for a way to jump start my Wealth Management practice. I needed to develop an approach to provide me with a consistent flow of qualified prospects. I found Bill Cates′ system to be the most thorough and most practical. His approach is very genuine with everything thought out in advance.”
“I would recommend this program to anyone who would like to make new introductions an integral part of their business.”
